Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP MORGAN EQUITY INCM FD CL R3 MUTUAL FUNDS in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TECHNIPLAS LLC TECHNIPLAS LLC 401(K) | NASHOTAH WI | 1,134 | $36.1M | $1.5M |
| 2 | TECHNIPLAS US LLC TECHNIPLAS, LLC 401(K) PLAN | NASHOTAH WI | 1,088 | $36.6M | $1.3M |
| 3 | FLORIDA EAST COAST INDUSTRIES, LLC FLORIDA EAST COAST INDUSTRIES, LLC SALARY DEFERRAL PLAN |
MIAMI FL |
| 570 |
| $47.2M |
| $490K |
| 4 | ELYRIA MANUFACTURING CORPORATION THE ELYRIA MANUFACTURING CORPORATION PROFIT SHARING PLAN AND TRUST | ELYRIA OH | 136 | $10.6M | $201K |
